Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 19 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| TOWN SPORTS INTERNATIONAL HOLDINGS INC | 31,041,265 | reported | 28 Dec 2020 | tx 2+41,535,483 |
| RAPID MICRO BIOSYSTEMS, INC. | 2,799,481 | reported | 18 May 2022 | tx 4+96,516 |
| EASTMAN KODAK CO | 1,440,843 | reported | 21 Mar 2022 | tx 10+2,684,872 |
| Millrose Properties, Inc. | 416,000 | reported | 11 May 2026 | tx 5+500,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 11 May 2026 | PURCHASE | Millrose Properties, Inc. | 195,000 | 27.31 USD | first after silence |
| 11 May 2026 | PURCHASE | Millrose Properties, Inc. | 40,000 | 27.31 USD | |
| 13 Feb 2025 | PURCHASE | Millrose Properties, Inc. | 176,152 | 22.70 USD | first after silence |
| 14 Feb 2025 | PURCHASE | Millrose Properties, Inc. | 44,000 | 23.00 USD | |
| 13 Feb 2025 | PURCHASE | Millrose Properties, Inc. | 44,848 | 22.09 USD | |
| 17 May 2022 | PURCHASE | RAPID MICRO BIOSYSTEMS, INC. | 28,643 | 4.13 USD | |
| 17 May 2022 | PURCHASE | RAPID MICRO BIOSYSTEMS, INC. | 40,873 | 4.13 USD | |
| 18 May 2022 | PURCHASE | RAPID MICRO BIOSYSTEMS, INC. | 11,125 | 3.94 USD | |
| 18 May 2022 | PURCHASE | RAPID MICRO BIOSYSTEMS, INC. | 15,875 | 3.94 USD | |
| 21 Mar 2022 | PURCHASE | EASTMAN KODAK CO | 6,752 | 6.19 USD | |
| 21 Mar 2022 | PURCHASE | EASTMAN KODAK CO | 9,636 | 6.19 USD | |
| 21 Mar 2022 | PURCHASE | EASTMAN KODAK CO | 96,542 | 6.08 USD | |
| 21 Mar 2022 | PURCHASE | EASTMAN KODAK CO | 137,763 | 6.08 USD | |
| 18 Mar 2022 | PURCHASE | EASTMAN KODAK CO | 352,392 | 5.07 USD | |
| 18 Mar 2022 | PURCHASE | EASTMAN KODAK CO | 547,571 | 6.08 USD | |
| 18 Mar 2022 | PURCHASE | EASTMAN KODAK CO | 502,851 | 5.07 USD | |
| 18 Mar 2022 | PURCHASE | EASTMAN KODAK CO | 146,991 | 6.18 USD | |
| 18 Mar 2022 | PURCHASE | EASTMAN KODAK CO | 103,009 | 6.18 USD | |
| 18 Mar 2022 | PURCHASE | EASTMAN KODAK CO | 781,365 | 6.08 USD | |
| 28 Dec 2020 | OTHER | TOWN SPORTS INTERNATIONAL HOLDINGS INC | 10,494,218 | — | |
| 28 Dec 2020 | OTHER | TOWN SPORTS INTERNATIONAL HOLDINGS INC | 31,041,265 | — |
2 purchases reported after at least 12 months of silence — most recent on 11 May 2026.